Hey John, we are 30 days been basically 30 days since the crash of an Air India plane uh on June 12th and since then the authorities in India have been investigating. Well, they have released their initial initial conclusions. This is not a final report. This is not a final determination.But the most important thing for investors to focus on here is with regard to Boeing and GE Aerospace. This was a Dreamliner and it had GE engines when it went down. And according to Reuters, which is citing the report, the ...

Key Takeaways AL's fleet reached 495 owned and 53 managed aircraft, with 241 more on order through 2031. In Q2 2025, AL delivered 12 new aircraft and sold 4, with total aircraft investments hitting $890M. AL received $344M from insurance settlements tied to its former Russian fleet.Air Lease Corporation (AL) provided an update on its aircraft investments, sales and significant financing activities occurring in the second quarter of 2025.As of June 30, 2025, Air Lease’s fleet included 495 owned aircraft an ...

Company Overview - Air Lease Corporation (ALC) operates as an aircraft leasing platform with approximately $55 billion in assets [9, 11, 133] - The company's aircraft utilization rate was 99.7% in Q4 2022 [10, 14] - ALC maintains investment-grade credit ratings from S&P (BBB), Fitch (BBB), and Kroll (A-) [10, 133] - The company has $6.9 billion in total available liquidity [10, 14, 108] - ALC has a diversified customer base, serving 117 airlines in 62 countries [14, 61, 133] Financial Performance - ALC's adjusted pre-tax return on common equity was 11.0% [10, 137] - The company's total assets amounted to $28.4 billion [10, 77, 133] - ALC's unsecured debt represents 99% of its debt portfolio [10, 96, 105] - The company's fixed-rate debt accounts for 91% of its total debt [10, 98, 105] - Adjusted net income before income taxes was $659.9 million in 2022 [135, 137] Portfolio and Order Book - ALC has commitments to purchase 398 aircraft from Boeing and Airbus for delivery through 2029, with an estimated aggregate commitment of $25.5 billion [10, 11] - The company has $31.4 billion in committed minimum future rentals [10, 61] - 90% of ALC's order book through 2024 is placed on long-term leases [10, 14, 70, 71]

Aviation Industry Leadership & Recognition - Air India's Captain Shivani Kalra recognized for courage and dedication, especially during critical times [1] - Captain Kalra expertly flies the wide-body Boeing 787 Dreamliner [1] - Rose to national prominence during "Operation Ganga" and "Vande Bharat Mission," evacuating thousands of Indian citizens [1] Social Impact & Advocacy - A passionate motivational speaker, inspiring individuals, particularly women, to break barriers in male-dominated fields [1] - Advocate for women in aviation, inspiring individuals to dream big [1] - Deeply committed to mentoring aspiring pilots and promoting STEM education among young minds [1]

Group 1 - Airbus shares rose by up to 3.1% following the Paris Air Show, where the company announced $21 billion in orders [1][3] - Boeing scaled down its participation at the air show and did not announce new orders due to a recent crash involving a Boeing 787 Dreamliner [2] - Airbus announced $14.2 billion in firm orders and an additional $6.7 billion under memoranda of understanding (MoUs) [3] Group 2 - Among the firm orders, LOT Polish Airlines made its first-ever order for 40 A220 aircraft, while All Nippon Airways ordered 27 A321 airplanes [4] - Riyadh Air ordered 25 A350 wide-body aircraft, marking it as the first Saudi airline to operate the A350 [4] - VietJet signed an MoU for 100 Airbus A321neo aircraft, indicating strong demand for Airbus products [4] Group 3 - The strength in A350 and A321 orders reflects a positive trend for Airbus, especially as it competes with Boeing [6] - The 40 A220 orders signify a recovery for a model that had seen limited deals in the past year [6] - Overall, the air show was a success for Airbus, positively impacting its stock price [6]

Core Viewpoint - Boeing is under investigation for potential violations of federal securities laws and unlawful business practices following a recent aircraft crash that impacted its stock price significantly [1][2]. Group 1: Incident Overview - On June 12, 2025, a Boeing 787 Dreamliner operated by Air India crashed shortly after takeoff in Ahmedabad, India [2]. - Following the crash, Boeing's stock price decreased by $13.68 per share, representing a decline of 6.39%, closing at $200.32 per share on June 13, 2025 [2]. Group 2: Legal Investigation - Bragar Eagel & Squire, P.C. is investigating potential claims against Boeing on behalf of stockholders who may have suffered losses [1][3]. - The investigation aims to determine if Boeing has engaged in unlawful business practices or violated federal securities laws [1]. Group 3: Law Firm Background - Bragar Eagel & Squire, P.C. is a nationally recognized law firm that represents individual and institutional investors in various complex litigations [4].

Core Viewpoint - Pomerantz LLP is investigating claims on behalf of investors of The Boeing Company regarding potential securities fraud or unlawful business practices by the company and its officers or directors [1]. Group 1: Incident Overview - On June 12, 2025, a Boeing 787 Dreamliner operated by Air India crashed shortly after takeoff in Ahmedabad, India [3]. - Following the crash, Boeing's stock price decreased by $13.68 per share, representing a 6.39% decline, closing at $200.32 per share on June 13, 2025 [3]. Group 2: Legal Investigation - Pomerantz LLP is known for its expertise in corporate, securities, and antitrust class litigation, having a history of fighting for victims of securities fraud and corporate misconduct [4]. - The firm has successfully recovered numerous multimillion-dollar damages awards for class members over its 80-year history [4].

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Despite the recent crash with the Boeing 787 from Air India, The Boeing Company (NYSE: BA ) stock and airplane production seem to be on their way back. Year-to-date, the stock has gained nearly 13% outperforming the S&P 500’s 1.6% gain byDhierin ru ...

Core Points - Boeing's CEO Kelly Ortberg's first Paris Air Show was expected to be positive, highlighting the company's recovery from past manufacturing and safety issues [2] - Under Ortberg's leadership, Boeing has increased production of the 737 Max jets and improved cash-generating deliveries, with shares rising over 13% this year, outperforming the S&P 500 [2] - Following a tragic crash of a Boeing 787-8 Dreamliner operated by Air India, which resulted in the loss of 241 lives, Ortberg canceled his attendance at the air show to focus on the investigation and support his team [3][5][6] Company Developments - The Paris Air Show is a significant event for the aerospace industry, featuring major companies like Boeing and Airbus showcasing their latest aircraft and signing deals [4] - The crash of Air India Flight 171, which occurred shortly after takeoff, raises concerns about the safety of Boeing's Dreamliner model, with investigations expected to take weeks or months to determine the cause [6][7]

Over 200 bodies recovered after an Air India flight, a Boeing 787 that was bound for London, crashed right after takeoff, striking a medical school. Joining us right now is Billy Nolan. He's a former FAA acting administrator, also chief regulatory officer at Archer Aviation.Billy, thank you for being with us today. Obviously, um, we're just over 24 hours out from this accident. It's hard to have a real idea of what happened, but that certainly hasn't stopped speculation in other places.as somebody who under ...